As we are using developer edition how can we upgrade to any one of these plans .
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Upon investigation, I've noticed that certain fields, like Price Waterfall ID, are populated when using the standard RLM UI, but not when using my custom solution. What steps should I take to ensure my custom code integrates seamlessly into the syncing process? Are there specific considerations I need to address to resolve this issue?
2 answers
Hi,
As per my investigation, I found that RagFileUDMO is not refreshed after creating a new Data Library or updating the existing one.
After I uploaded new files to the File-Based Data Library, I can see that AiGroundingFileRef_Home data stream has been successfully refreshed, and the new files are under this data model. However, the new file contents are not refreshed to RagFileUDMO__dlm, so Search Index data is not updated after rebuilding, and my agent can't find the answer from the new files.
It was working fine before, I'm not sure if there's any release update on Agentforce Data Library or anything I'm missing here.
Has anyone experienced this issue, and any advice to fix this?
Thank you.
#Data Cloud #Agentforce
1 answer
Divya Chauhan (Kcloud Technologies) 
Forum Ambassador
Hello @Nichaphat Jumpachot
It looks like the issue is that RagFileUDMO__dlm isn't refreshing after updating the Data Library, preventing new files from being indexed in Search.Since AiGroundingFileRef_Home is updating correctly, the problem likely lies in how RagFileUDMO is linked to the refresh process.
1.Manuaaly trigger a refresh for RagFileUDMO__dim and check if it updates.
2.Verify dependencies-ensure RagFileUDMO is correctly mapped to the updated data stream.
3.Check Agentforce release notes for any changes affecting Data Library refresh behavior.
4.Rebuld the Serach Index after confirming the data model updates.
for more details follow below docs-
https://help.salesforce.com/s/articleView?id=ai.data_library_setup.htm&type=5
I want to show additional Products fields when user clicks on Browse Catalog. I did update the Discover Product Flow and added the collection variable, however fields are not getting display. I can see that API is fetching the additional fields value but not displaying on UI. Any idea?
@* Salesforce Revenue Cloud *1 answer
Does anyone know why we keep getting attached message on Quote?
@* Salesforce Revenue Cloud *2 answers
means any custom thing that updates Quote/Line Item? I think no but will check.
From Product, when this message appears? What all objects?
I’ve implemented a custom calling feature using Open CTI and Twilio in Salesforce. Click-to-dial works, but the screen pop doesn't appear for outgoing or incoming calls. I'm using sforce.opencti.screenPop() to display the relevant record, with the recordId retrieved via sforce.opencti.getAppViewInfo(). The error logs show "INVALID_PARAM" and "No recordId provided for screen pop," even though the recordId is retrieved successfully. I’ve confirmed that Open CTI is initialized correctly and tried hardcoding the recordId, but the screen pop still doesn't show up. Could you help fix this?
2 answers
Hello @Pranav Jathar,
you're on the right track but facing a few issues. First, ensure that the recordId you're passing to sforce.opencti.screenPop() is a valid Salesforce ID and not just a string. Check that you are calling the screen pop function after the call state changes to connected, as it might be triggering too early. Additionally, verify that the sforce.opencti.getAppViewInfo() is returning the correct values. If hardcoding the recordId doesn’t work, make sure your CTI adapter is configured correctly to handle screen pops. Review permissions for the record type as well.
Regards
Sunny Patwa
https://trailhead.salesforce.com/content/learn/projects/quick-start-prompt-builder?trail_id=become-an-agentblazer-innovator
for quick start: prompt builder task .
please solve my problem
#Trailhead Challenges
4 answers
I had the same issue, but I was able to resolve it by fixing this section when setting up the template. The object field portion was not set properly to "Quick Summary" and therefore it was not able to be selected when I edited the record page. I would recreate the template and ensure that Case > Quick Summary is selected after choosing Field Generation template type
---
12. For Object, find and select
Case.13. For Object Field, find and select Quick Summary.
On my report I have the column 'EB Attendance Cap' that displays the maximum number of times a member can attend our events in a year.
Another column 'Attendance YTD' is a summary formula column that counts how many times a member has attended our events this year to date: (RowCount) for Selected Groups, Row Group = [Account Name]
I'm trying to get a formula in the 'Balance remaining' column to count the variance of the 2 variables and can't seem to get this to work.
Any help would be much appreciated.
#Formulas
2 answers
Hi Mark,
Yes, the EB Cap is a formula field (number) on the account level, the number displayed is based on each member's level.
We’re planning to upgrade the CMTD managed package in our production environment soon. The upgrade has completed successfully in our dev orgs, so we don’t anticipate any issues.
However, in the unlikely event that the upgrade succeeds in production but causes problems with list functionality, what is the recommended way to roll back a managed package?
As I understand it, Salesforce Labs apps don’t come with official support. Is there any channel or contact we could reach out to for urgent assistance if we encounter a critical issue with this component?